Navigate Pro - How it works

Release Notes

Navigate Pro allows users to find all sales and purchase documents, related to a starting one.

Sales

  • Quotes
  • Orders
  • Shipments
  • Posted Invoices
  • Return Orders
  • Return Receipts
  • Posted Credit Memos
  • Archived Quotes
  • Archived Orders
  • Archived Return Orders
  • Prepayment Invoices
  • Prepayment Credit Memos

Purchase

  • Quotes
  • Orders
  • Receipts
  • Posted Invoices
  • Return Orders
  • Return Shipments
  • Posted Credit Memos
  • Archived Quotes
  • Archived Orders
  • Archived Return Orders
  • Prepayment Invoices
  • Prepayment Credit Memos

Warehouse*

  • Warehouse Shipments
  • Posted Warehouse Shipments
  • Warehouse Receipts
  • Posted Warehouse Receipts


* Just as part of Sales and Purchase flow. Cannot be selected to start research.